Purchases and Sales Made in Q4 2021 in Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE) during Q4 2021. The information is specifically focused on institutions that hold shares of PFIZER INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.68K+ 0.87% |
$69.3K - $103K
|
195K
$4.81M
|
|
|
Jan 27, 2022
Q4 2021
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.67K+ 8.84% |
$68.8K - $102K
|
20.5K
$505K
|
|
|
Feb 08, 2022
Q4 2021
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
1.66K+ 21.28% |
$68.7K - $102K
|
9.47K
$233K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
1.66K+ 6.37% |
$68.6K - $102K
|
27.7K
$683K
|
|
|
Feb 02, 2022
Q4 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
1.66K+ 13.39% |
$68.5K - $102K
|
14.1K
$346K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
1.65KNew |
$68K - $101K
|
1.65K
$40.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.64K+ 12.1% |
$67.7K - $100K
|
15.2K
$374K
|
|
|
Feb 09, 2022
Q4 2021
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.64K+ 2.96% |
$67.6K - $100K
|
56.9K
$1.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
1.62K+ 32.54% |
$66.9K - $99.2K
|
6.59K
$163K
|
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
BUY
|
- |
1.62K+ 3.34% |
$66.7K - $98.9K
|
50K
$1.23M
|
|
|
Feb 08, 2022
Q4 2021
|
Fagan Associates, Inc.
|
BUY
|
- |
1.61K+ 16.41% |
$66.4K - $98.4K
|
11.4K
$281K
|
|
|
Jan 10, 2022
Q4 2021
|
Carret Asset Management, LLC
|
BUY
|
- |
1.6K+ 1.37% |
$66.2K - $98.1K
|
119K
$2.92M
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.6K+ 7.01% |
$65.9K - $97.7K
|
24.3K
$600K
|
|
|
Jan 25, 2022
Q4 2021
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.59K+ 5.49% |
$65.9K - $97.6K
|
30.6K
$755K
|
|
|
Feb 09, 2022
Q4 2021
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.59K+ 0.06% |
$65.5K - $97.1K
|
2.87M
$70.8M
|
|
|
Feb 04, 2022
Q4 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.57K+ 3.74% |
$64.7K - $95.9K
|
43.4K
$1.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.56K+ 3.99% |
$64.5K - $95.6K
|
40.7K
$1M
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.56K+ 3.99% |
$64.5K - $95.6K
|
40.7K
$1M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.56K+ 1.5% |
$64.3K - $95.3K
|
106K
$2.6M
|
|
|
Jan 19, 2022
Q4 2021
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.55K+ 20.95% |
$64K - $94.8K
|
8.94K
$220K
|
|
|
Jan 20, 2022
Q4 2021
|
Forte Capital LLC
|
BUY
|
- |
1.54K+ 9.31% |
$63.6K - $94.3K
|
18.1K
$446K
|
|
|
Feb 15, 2022
Q4 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.53K+ 1.79% |
$63.2K - $93.7K
|
87K
$2.14M
|
|
|
Feb 09, 2022
Q4 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.53K+ 18.79% |
$63.1K - $93.6K
|
9.66K
$238K
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
1.52K+ 0.93% |
$62.9K - $93.3K
|
166K
$4.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.51K+ 2.61% |
$62.4K - $92.5K
|
59.3K
$1.46M
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.51K+ 1.25% |
$62.4K - $92.5K
|
122K
$3.01M
|
|
|
Feb 11, 2022
Q4 2021
|
Forbes J M & CO LLP
|
BUY
|
- |
1.5K+ 7.04% |
$62K - $91.9K
|
22.8K
$562K
|
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.48K+ 15.26% |
$61.3K - $90.9K
|
11.2K
$276K
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.48K+ 33.33% |
$61K - $90.4K
|
5.9K
$146K
|
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.47K+ 0.88% |
$60.8K - $90.2K
|
169K
$4.16M
|
|
|
Jan 31, 2022
Q4 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.46K+ 21.26% |
$60.5K - $89.6K
|
8.35K
$206K
|
|
|
Feb 09, 2022
Q4 2021
|
Arcadia Investment Management Corp
|
BUY
|
- |
1.46K+ 6.76% |
$60.3K - $89.4K
|
23.1K
$569K
|
|
|
Feb 04, 2022
Q4 2021
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
1.45K+ 25.28% |
$60K - $88.9K
|
7.19K
$177K
|
|
|
Jan 13, 2022
Q4 2021
|
Nexus Investment Management Ulc
|
BUY
|
- |
1.45K+ 0.19% |
$59.9K - $88.8K
|
774K
$19.1M
|
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
1.45K+ 2.81% |
$59.9K - $88.8K
|
53.1K
$1.31M
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1.44K+ 9.39% |
$59.5K - $88.1K
|
16.8K
$413K
|
|
|
Feb 09, 2022
Q4 2021
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
1.42K+ 1.35% |
$58.6K - $86.9K
|
106K
$2.62M
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.41K+ 2.33% |
$58.1K - $86.2K
|
61.9K
$1.53M
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.39K+ 3.19% |
$57.3K - $84.9K
|
44.8K
$1.1M
|
|
|
Dec 19, 2024
Q4 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.37K+ 2.01% |
$56.4K - $83.7K
|
69.2K
$1.71M
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.37K+ 2.01% |
$56.4K - $83.6K
|
69.2K
$1.71M
|
|
|
Feb 11, 2022
Q4 2021
|
Sentry Investment Management LLC
|
BUY
|
- |
1.36K+ 2.65% |
$56.2K - $83.3K
|
52.6K
$1.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
1.36K+ 6.36% |
$56K - $83.1K
|
22.7K
$559K
|
|
|
Feb 02, 2022
Q4 2021
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
1.35K+ 13.31% |
$55.9K - $82.8K
|
11.5K
$284K
|
|
|
Feb 27, 2023
Q4 2021
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
1.35K+ 0.54% |
$55.8K - $82.7K
|
252K
$6.22M
|
|
|
Jan 13, 2022
Q4 2021
|
44 Wealth Management LLC
|
BUY
|
- |
1.34K+ 2.8% |
$55.5K - $82.3K
|
49.3K
$1.21M
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
1.33KNew |
$55K - $81.5K
|
1.33K
$32.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.33K+ 14.38% |
$54.9K - $81.3K
|
10.6K
$260K
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.32K+ 6.61% |
$54.7K - $81.1K
|
21.4K
$526K
|
|
|
Feb 04, 2022
Q4 2021
|
Delta Financial Advisors LLC
|
BUY
|
- |
1.32K+ 2.97% |
$54.3K - $80.5K
|
45.6K
$1.12M
|